Paul Michael Engel: Primerica - Financial Services - West Covina, California

Paul Michael Engel: Primerica – Financial Services – A Comprehensive Overview

For individuals and families seeking expert financial guidance and robust life insurance solutions, Paul Michael Engel, operating through Primerica, presents a valuable resource. Located at 142 N Grand Ave, West Covina, CA 91791, United States, Engel’s firm offers personalized services designed to meet diverse financial needs. His telephone number is 8186457969, and prospective clients can explore his offerings further via the Primerica website: reps.primerica.com. Currently, the company has 0 reviews on Google My Business, reflecting a nascent presence, though the average opinion is 0/5.

About Paul Michael Engel and Primerica

Paul Michael Engel is a financial consultant affiliated with Primerica, a multi-level marketing company specializing in financial services and insurance. Primerica’s business model centers around independent representatives who sell Primerica products to their network and broader client base. Engel’s role involves assessing clients’ financial situations, helping them develop financial plans, and recommending appropriate insurance products, primarily focusing on life insurance, education savings, and retirement planning. He leverages Primerica’s extensive product offerings to cater to a wide range of client demographics and financial goals. Engel’s commitment to building long-term relationships with clients is a core tenet of his approach.

Specialties and Services Offered

Engel’s primary specialties include:

• Financial Consulting: He provides comprehensive financial planning services, encompassing budgeting, debt management, investment strategies, and retirement planning.
• Life Insurance Agency: A significant portion of his business revolves around offering various life insurance products – term life, whole life, and universal life – designed to provide financial protection for families and loved ones.
• Education Savings Plans: Engel assists clients in establishing and managing education savings plans, such as Primerica’s Education Funding 2025, to help them save for their children’s future educational expenses.
• Retirement Planning: He helps clients develop strategies for securing a comfortable retirement, considering factors like income, expenses, and investment goals.

Engel’s services are tailored to individual circumstances and financial goals. He takes a consultative approach, prioritizing understanding his clients’ needs before recommending any specific products or strategies. The firm emphasizes a client-centric philosophy, focusing on building trust and providing ongoing support.

Accessibility and Amenities

The office location at 142 N Grand Ave is committed to accessibility, featuring a wheelchair-accessible car park and a wheelchair-accessible entrance. This demonstrates a dedication to serving clients with diverse needs and ensuring a comfortable and inclusive environment. This commitment to accessibility significantly enhances the firm’s appeal to a broader segment of the community.

Key Information and Recommendations

Here’s a summary of important information for prospective clients:

• Address: 142 N Grand Ave, West Covina, CA 91791
• Phone: 8186457969
• Website: reps.primerica.com
• Specialties: Financial Consultant, Life Insurance Agency
• Accessibility: Wheelchair-accessible car park and entrance

It’s advisable to schedule a consultation with Paul Michael Engel to discuss your specific financial objectives and explore how Primerica’s services can be beneficial. While initial reviews are limited, the firm’s focus on personalized service and accessibility positions it as a potentially valuable resource for individuals seeking comprehensive financial planning assistance. Further research into Primerica’s overall reputation and product offerings is also recommended before making any decisions.

The lack of current Google My Business reviews necessitates a cautious approach, but the firm’s established location and dedicated accessibility features contribute positively to its overall profile. Potential clients should proactively seek out additional information and testimonials to gain a more complete understanding of Paul Michael Engel’s services and experience.